DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 384 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $83,551,813 | +0.3% | 3,188,996 | +3.9% | 0.22% | +0.4% |
| Q2 2023 | $83,342,929 | +108453.4% | 3,069,745 | +1.9% | 0.22% | 0.0% |
| Q1 2023 | $76,776 | +13.0% | 3,013,207 | +7.7% | 0.22% | +2.3% |
| Q4 2022 | $67,951 | -99.8% | 2,798,646 | +44.0% | 0.22% | +26.0% |
| Q3 2022 | $43,214,000 | +3.5% | 1,943,101 | +8.4% | 0.17% | +1.2% |
| Q2 2022 | $41,758,000 | -23.3% | 1,792,203 | -9.2% | 0.17% | -16.6% |
| Q1 2022 | $54,454,000 | +104.6% | 1,974,404 | +114.9% | 0.20% | +81.4% |
| Q4 2021 | $26,618,000 | +12.5% | 918,801 | +3.2% | 0.11% | -8.1% |
| Q3 2021 | $23,654,000 | +82.2% | 890,246 | +85.0% | 0.12% | +51.9% |
| Q2 2021 | $12,981,000 | – | 481,130 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rockwood Wealth Management, LLC | 5,328,872 | $146,970,280 | 70.41% |
| Steward Financial Group LLC | 2,696,496 | $74,369,000 | 66.27% |
| SJS Investment Consulting Inc. | 7,188,611 | $198,262,000 | 60.64% |
| Greenspring Advisors, LLC | 6,739,977 | $185,888,000 | 49.34% |
| WorthPointe, LLC | 2,139,600 | $59,010,000 | 47.40% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1,779,755 | $51,559,000 | 46.19% |
| ShankerValleau Wealth Advisors, Inc. | 2,379,201 | $65,618,000 | 39.33% |
| Shearwater Capital LLC | 1,510,453 | $41,678,000 | 38.40% |
| Forum Financial Management, LP | 28,186,840 | $777,393,000 | 37.51% |
| Austin Asset Management Co Inc | 4,249,269 | $117,195,000 | 37.21% |